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WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth vs HSBC ELSS Tax saver Fund compare
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹312 Cr | ₹3977 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 14 Oct 2022 | 27 Feb 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 70% |
| Expense Ratio | 2.34 | 1.89 |
| Manager | Piyush Baranwal | Gautam Bhupal |
| ISIN Code | INF03VN01647 | INF677K01064 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Month | 5.57% | 6.84% |
| 6 Month | -9.56% | -12.75% |
| 1 Year | 11.71% | 10.2% |
| 3 Year | - | 14.99% |
| 5 Year | - | 26.13% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | -4.92% | -6.16% |
| 1 Year | -2.8% | -8.57% |
| 3 Year | - | 18.36% |
| 5 Year | - | 18.23% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 38.18% | 14.01% |
| 3 Year | - | 14.15% |
| 5 Year | - | 13.19% |
Risk Management
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.421% |
| Sharp | - | 0.548% |
| Beta | - | 0.99% |
| Alpha | - | 2.056% |
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Fund Managers
| Scheme Name | WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Gautam Bhupal |
| Total AUM | ₹5379 Cr | ₹25949 Cr |
| Funds Managed | 9 | 13 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 5.29 | 2.39 |
| Large Cap | 47.1 | 48.17 |
| Small Cap | 34.19 | 26.02 |
| Mid Cap | 13.43 | 23.42 |
Sector Allocation
| Scheme Name |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 4.29 | 0.62 |
| Energy | 2.49 | 4.19 |
| Financial Services | 30.88 | 23.48 |
| Technology | 12.38 | 12.24 |
| Basic Materials | 5.4 | 6.44 |
| Consumer Cyclical | 14.13 | 19.36 |
| Healthcare | 8.37 | 5.83 |
| Industrials | 11.8 | 18.01 |
| Consumer Defensive | 4.8 | 3.2 |
| Utilities | 0.87 | 3.21 |
| Real Estate | 0.81 | 1.51 |
| Communication Services | 3.78 | 1.91 |
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